Spartan Planning & Wealth Management Select Sector Spdr Consumer Di Transaction History

Spartan Planning & Wealth Management

  • $130 Million
  • Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 2,844 shares of XLY stock, worth $656,651. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,844
Previous 1,537 85.04%
Holding current value
$656,651
Previous $368,000 78.26%
% of portfolio
0.51%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$228.75 - $242.18 $298,976 - $316,529
1,307 Added 85.04%
2,844 $656,000
Q3 2025

Oct 14, 2025
SELL
$216.09 - $242.18 $32,629 - $36,569
-151 Reduced 8.95%
1,537 $368,000
Q2 2025

Jul 17, 2025
BUY
$176.34 - $218.59 $297,661 - $368,979
1,688 New
1,688 $366,000
Q4 2024

Jan 07, 2025
BUY
$194.8 - $239.43 $247,201 - $303,836
1,269 Added 236.31%
1,806 $405,000
Q4 2023

Mar 12, 2024
BUY
$148.04 - $181.41 $43,523 - $53,334
294 Added 120.99%
537 $96,000
Q3 2023

Nov 17, 2023
BUY
$158.36 - $176.97 $38,481 - $43,003
243 New
243 $39,000

Others Institutions Holding XLY

# of Institutions
1,507
Shares Held
90.1M
Call Options Held
5.17M
Put Options Held
12.2M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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